Julie J. Olenn is a partner in the firm’s Private Wealth Practice. She has broad experience working with wealthy families and high-net-worth individuals on their sophisticated estate planning matters. She concentrates her practice on wealth transfer planning and trust and estate administration, including estate, gift and generation-skipping transfer tax issues.
Ms. Olenn works closely with domestic and international clients to determine their personal and financial objectives, address their concerns and adapt plans as their goals evolve. She also frequently advises in the litigation of contested trust, estate and tax matters and in the negotiation of related settlements.
Her prior experience as tax counsel for a national trust company gives Ms. Olenn particular insight into tax considerations from a fiduciary perspective and successful long-term trust design. She regularly counsels individuals and fiduciaries on matters such as qualified severances, private letter ruling requests and trust modifications.